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What is Palance?

Palance was developed with the belief that investing shouldn't feel like a gamble. While numerous platforms bombard users with overwhelming amounts of data, they often neglect to highlight the most essential information. At Palance, our goal is to enhance clarity in investment choices by aggregating your assets across diverse markets, pinpointing your exposures, uncovering hidden risks, and providing valuable insights through an intuitive interface. Inspired by our own challenges as investors, Palance was crafted to be the solution we sought—robust enough for experienced professionals while remaining accessible to anyone eager to invest with confidence. By delivering sophisticated analytics, extensive market coverage, and a seamless user experience, Palance allows you to truly comprehend your portfolio, thereby empowering you to make decisions that align with your financial goals. We are committed to ensuring that investing is not only straightforward but also transparent for all individuals. In this way, we aim to redefine the investing landscape for everyone involved.

What is BlackRock 360 Evaluator?

Assess investments through a portfolio framework in mere minutes. You can choose to import your current portfolios or start anew, delve into various models, or access your previously saved portfolios to kick off the evaluation. The 360° Evaluator facilitates an impartial analysis of your portfolio by scrutinizing essential aspects such as exposure distributions, expenses, risk factors, and other key metrics. Additionally, it empowers advisors to create customized client reports that effectively demonstrate the value they deliver. By harnessing the capabilities of the 360° Evaluator, advisors can ensure portfolios are fine-tuned to achieve their specific goals while also making it easier to share crucial information with clients. Utilizing analytics and data from Aladdin, this tool enables advisors to quickly pinpoint significant portfolio characteristics, compare them with other portfolios, and adjust strategies based on market dynamics and client demands. Moreover, investment ideas can be presented to clients in an accessible and visually appealing format. The client report produced by the 360° Evaluator encompasses a thorough portfolio summary that includes information on holdings, analytics, insights, and more, offering clients a richer understanding of their investments. This efficient method not only strengthens client relationships but also builds trust in the advisor's capabilities, ultimately leading to a more informed investment experience for the client. In addition, the ability to visualize complex data helps demystify investment strategies for clients, enhancing their overall confidence in the advisory process.

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Integrations Supported

Aladdin Wealth

Integrations Supported

Aladdin Wealth

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Palance

Date Founded

2022

Company Location

Japan

Company Website

www.palance.co

Company Facts

Organization Name

BlackRock

Date Founded

1988

Company Location

United States

Company Website

www.blackrock.com/us/financial-professionals/tools/360-evaluator

Categories and Features

Categories and Features

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